S3 (A LONGER TERM PERSPECTIVE) Message Board

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Technology Stocks : S3 (A LONGER TERM PERSPECTIVE)

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May 12 5:00 PM EST

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To: Jim Goodman who wrote (9140)	1/31/1998 6:38:00 PM
From: Norrin Radd	Read Replies (1) of 14577

Jim, Congratulations (on a continuing basis:) & thanks, that extra info helps my understanding. How do you set your sell criteria when things work out and how do you set your stops for positions? And for the sake of example, how many names would you typically own at one time as an individual investor with a $1MM portfolio and how might that change for a 10X smaller $100K portfolio? I appreciate very much the insights..... If I were to manage a growth portfolio for a charity, should I change my behavior if I was not bound in any way to do so? Your system philosophy makes me think that the answer is, "stick religiously to one's system", (provided one has developed one that is working). Best to you.....

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